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Building 2PLAN FINANCIAL

Map pinFRESNO, CA
Phone559-433-1110
NotebookSEC #801-112596
Total AUM
$195.4M
Employees
6
Clients
817

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 E RIVER PARK PL E, SUITE 440
FRESNO
CA 93720-1530
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
559-433-1110

ReceiptFinancials

Total AUM
$195.4M
Accounts
817
Discretionary
$194.8M
Accounts
816
Non-Discretionary
$637K
Accounts
1

ContactClients

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Individual Clients
788
AUM
$171.1M
Pension/Profit Sharing Plan Clients
16
AUM
$19.6M
Charitable Organization Clients
9
AUM
$4.2M
Corporation or Business Clients
4
AUM
$534.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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